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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,235 | $56,894-71.5% | $84,753-80.8% | $62,881-74.2% |
| Participation rate | 81.0% | 68.5%+12.5pp | 76.6%+4.4pp | 69.3%+11.7pp |
| Annual return | -1.45% | 6.30%-7.7pp | 22.78%-24.2pp | 20.14%-21.6pp |
| Employer contribution / active EE | $396 | $2,400-83.5% | $3,574-88.9% | $2,281-82.6% |
| Participant deferral / active EE | $1,619 | $2,709-40.2% | $3,712-56.4% | $3,203-49.4% |
| Admin fee / account holder | $1,571 | $3,581-56.1% | $5,333-70.5% | $4,296-63.4% |